RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $239M
1-Year Est. Return 20.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$423K
3
+$295K
4
CRWD icon
CrowdStrike
CRWD
+$255K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$240K

Top Sells

1
+$140K
2
+$128K
3
+$121K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$74.5K
5
UBER icon
Uber
UBER
+$62.9K

Sector Composition

1 Technology 23.21%
2 Energy 10.46%
3 Healthcare 8.95%
4 Communication Services 8.34%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$58.6K 0.04%
+2,000
277
$58.5K 0.04%
+297
278
$58.4K 0.04%
+133
279
$57.7K 0.04%
+565
280
$56.7K 0.04%
+781
281
$56.7K 0.04%
+1,830
282
$56.4K 0.04%
+2,999
283
$55.8K 0.04%
+4,705
284
$54.6K 0.04%
+310
285
$54.2K 0.04%
+879
286
$54.1K 0.04%
+1,112
287
$53.3K 0.04%
+850
288
$53.2K 0.04%
+1,512
289
$53.1K 0.04%
+259
290
$53.1K 0.04%
+2,375
291
$53K 0.04%
+3,000
292
$52.9K 0.04%
+2,555
293
$52.6K 0.04%
+500
294
$52.6K 0.04%
+674
295
$52.2K 0.04%
+378
296
$51.6K 0.04%
+4,864
297
$51.2K 0.04%
+137
298
$51.1K 0.04%
+191
299
$51K 0.04%
+370
300
$50.7K 0.04%
+2,101
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